Client Services Representative

Join Our Team at American IRA 

Location: Asheville, NC (In-person)

Job Type: Full-time (8am-5pm, Monday-Friday) 

Pay: $18.00/hr. to start, based on experience 

At American IRA, we are more than just a financial services company—we are a trusted partner to our clients, dedicated to providing timely, reliable, and personalized customer service. As we continue to grow, we are on the lookout for passionate, detail-oriented, like-minded people to join our team and help us deliver the exceptional service our clients deserve. 

What You’ll Do: 

• Client Engagement: Be the friendly, knowledgeable face and voice of American IRA, actively listening to client’s needs and providing tailored service. 

• Inquiry Resolution: Efficiently and professionally handle client inquiries through phone, email, or in-person, delivering solutions with accuracy and care. 

• Product Mastery: Become an expert on our products and services, ensuring clients receive clear, concise information that empowers them. 

• Problem Solver: Tackle client concerns with confidence and creativity, escalating complex issues when needed to guarantee client satisfaction. 

• Documentation: Keep detailed and accurate records of client interactions and transactions using Salesforce, ensuring consistency and transparency. 

What You Bring: 

• A high school diploma (bachelor’s degree preferred) 

• Proven experience in customer service or client-facing roles. 

• A knack for problem-solving and strong attention to detail. 

• Outstanding communication skills and the ability to connect with clients across various channels. 

• Familiarity with CRM systems (Salesforce), Microsoft 365, Adobe Acrobat, electronic signature programs (DocuSign), and solid computer skills. 

• A positive, can-do attitude and the ability to thrive in high-pressure situations. 

• Comfort with phone-based communication—this role is heavily phone-reliant, and phone calls are a critical part of the job. 

• Excellent competency in reading and writing professional emails and other electronic correspondence. 

Please email your cover letter and resume to [email protected].